MWM
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Mission Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Mission Wealth Management’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$472K Hold
9,580
– – 0.01% 464
2025
Q1 		$453K Buy
9,580
+1,640
+21% +$77.5K 0.01% 455
2024
Q4 		$384K Buy
+7,940
New +$384K 0.01% 475